CFP

Curran Financial Partners Portfolio holdings

AUM $559M
1-Year Est. Return 13.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$4.26M
3
+$4.21M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$3.42M

Top Sells

1
+$3.93M
2
+$3.84M
3
+$3.61M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.14M
5
BND icon
Vanguard Total Bond Market
BND
+$3.11M

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 0.86%
3 Consumer Staples 0.78%
4 Communication Services 0.6%
5 Materials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.32%
8,536
+111
52
$1.53M 0.3%
4,642
-543
53
$1.37M 0.27%
15,238
+80
54
$1.31M 0.26%
5,390
-369
55
$1.16M 0.23%
22,546
-27,084
56
$1.16M 0.23%
31,721
-48,531
57
$1.11M 0.22%
21,296
+7,416
58
$1.11M 0.22%
12,142
-379
59
$1.09M 0.22%
4,345
-246
60
$1.07M 0.21%
1,450
-2
61
$1.04M 0.21%
24,141
+9,398
62
$1.03M 0.2%
6,646
-88
63
$1.03M 0.2%
20,498
+4,770
64
$1.03M 0.2%
20,530
+4,784
65
$1.03M 0.2%
20,645
+4,773
66
$1.03M 0.2%
21,117
+4,830
67
$984K 0.19%
8,404
-4
68
$927K 0.18%
8,226
-325
69
$924K 0.18%
29,215
-41,943
70
$908K 0.18%
4,433
-176
71
$887K 0.18%
36,504
+12,601
72
$865K 0.17%
2,685
+5
73
$863K 0.17%
17,483
+4,841
74
$843K 0.17%
34,537
-55,995
75
$823K 0.16%
46,526
-75,421
1 2
3
4 5